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Harness Tools: Equity Tax Insights

Harness Wealth

Using Equity Tax Insights from Harness Wealth. Whether you’re making $50,000 or $5,000,000 of W-2 income, there are only so many actions you can take to dramatically change your tax burden. With company equity, the tax treatment of those profits can be radically different. Minimizing Regular Taxes.

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Reinventing Tax Advisory with Harness for Advisors and $17 Million in New Capital

Harness Wealth

At Harness, our mission has always been to bring clarity to the tax advisory process, making it more accessible and impactful for everyone involved. Leveraging this new funding, we’re reinventing the tax advisor-client experience from the ground up. Today, we’re proud to enter a new era. Read the full announcement in TechCrunch.

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Harness Tax: Choosing the Right Service for Your Unique Needs

Harness Wealth

When it comes to taxes on equity compensation, there’s a lot to navigate. Traditional tax firms tend to have rigid business models that make it difficult for clients looking for one-off expert consultations or even ongoing planning services. Talk through your equity concerns, goals, and next steps before an equity event occurs.

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Breaking Away From the Big 4: How to Start Your Own Accounting Firm

Harness Wealth

In this comprehensive guide to starting your own accounting firm, we provide insights on how to successfully transition from employee to founder, how to establish and market your new business, which tools and technology you might consider to take your accounting practice to the next level, and more. The tax industry is changing.

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Accounting Advisory Services: A Comprehensive Guide for CPAs

Harness Wealth

Key Takeaways: Accounting advisory services extend beyond traditional tax preparation to offer strategic financial guidance. Specialized areas can include estate planning and tax-efficient investment strategies. Table of Contents What Are Accounting Advisory Services?

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Switching Jobs and Your Startup Equity: What You Need to Know

Harness Wealth

Do you get to keep all your equity, or will you have to leave it all on the table? So it should go without saying that if you leave your job before the conclusion of your vesting schedule, you will have to accept the reality of not taking all of your equity with you, if any equity at all.

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5 Tips to Set Yourself Up for Financial Success in 2023

Harness Wealth

As you wrap up 2022 and look ahead to the new year, consider how to get an early start on understanding your finances and how to manage your tax liability, especially if you experienced any changes in equity compensation or made or sold an investment. Find the right strategy for your equity holdings.

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